User roles control what a Hireology account user can access and do. You can use the default Admin and User roles, create a custom role, or change a user's role and individual permissions. In multi-location accounts, you can also grant eligible users access to specific locations.
In this article we will cover:
- Default user roles
- Changing a User's Role
- Individual Permissions & Locations
- Frequently asked questions
- Related Topics
Default User Roles
By default, your Hireology account includes two user roles, Admin and User. These user roles are locked and cannot be modified. To view user roles, click 'Management', select 'Manage Users'
Select the 'Roles & Permissions' tab.
You can click 'View Role' to see the permissions for each role.
The Admin role includes all permissions. Admins can change account settings, edit jobs, process applicants, and perform other account tasks.
The User role has limited visibility. Users can see only the jobs and candidates assigned to them. The role does not include account settings or the administrative tasks available to Admins. Users with this role will only be able to see jobs and candidates they have been assigned to.
To review the permissions included in a role, go to Management > Manage Users > Roles & Permissions, then select View Role.
Custom User Roles
A custom user role is a role created with a selected set of permissions. A user must have the Can manage users, role and permissions permission to create custom roles.
To create or duplicate a custom role:
Go to Management > Manage Users > Roles & Permissions.
Select Add a New User Role, or select More beside an existing role and choose Duplicate.
Enter a name for the role and select its permissions.
Select Save.
Changing a User's Role
Go to Management > Manage Users > Users.
Select Edit Permissions beside the user.
Choose the role to assign. You can also edit individual permissions on this page.
Individual Permissions & Locations
There are some permissions that can be selected individually for users. These permissions include actions related to viewing and ordering background checks or other add-on purchases, as well as granting users access to other locations within your Hireology account.
Go to Management > Manage Users > Users.
Select Edit Permissions beside the user.
Select the checkboxes for the individual permissions to grant. These can include permissions related to viewing or ordering background checks and other add-on purchases.
For a multi-location account, select the checkboxes for the locations the user needs to access.
Location access is available only when both conditions are met:
The user was added at the parent-account level.
The user's role includes the Can access location accounts permission.
Individual permission and location changes are saved automatically.
Your changes will be saved automatically!
Frequently asked questions
Can I edit the default Admin or User role?
The default Admin and User roles are locked and cannot be modified. To use a different permission set, create a custom role.
Can a User see every job and candidate in the account?
Users can see only the jobs and candidates assigned to them.
Who can create a custom role?
A user with the "Can manage users", role and permissions permission can create a custom role.
Why can't I select locations for a user?
The user must have been added at the parent-account level, and the assigned role must include the Can access location accounts permission. If either condition is not met, location access cannot be selected for that user.
Where can I see the permissions included in a role?
Go to Management > Manage Users > Roles & Permissions and select View Role beside the role.
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